A Few Words
Many times you may just do random investment in different types of mutual funds. Such kind of random investing lacks direction and conviction to go forward. You may need an expert opinion on this and get your existing mutual fund portfolio and other investments such as EPF, PPF, Fds, Government bonds, etc liked with the goal-based investment so you can concentrate on what you do best. Investments would be reviewed in an unbiased manner and necessary modifications will be recommended to ensure that the plan stays efficient and in line with the client’s goals always. The goal-based investment will lead to achieving your financial goals in a more systematic and concrete way.